Optimize your company benefit

Optimization is not just setting up a 401k plan.  

Way too often company sponsored plans are treated as a checkbox item, neglected, not utilized to their fullest potential.  Instead of managing taxes and corporate benefits after the fact we seek to strategically plan ahead, in coordination of your expansion plans, to fuel your growth and not being in the way of it.

We seek to orchestrate all available tools to maximize owner and select employees' benefit at the company while minimizing costs.

We provide all financial education, asset management and communication between your administrator, payroll, record keeper and your accounting council to relieve you of the compliance responsibility for your plan, so you can focus on what you do best - running your business.

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Optimize Plan Design

Based on your unique company demographics, ownership structure, funding preference and cash flow, we help you design a plan that truly optimize benefit for you.

Fully Supported Enrollment Process

Hands off or hands on, your choice. We can support you from fully automated online process to individually catered enrollment experience for key and select employees.

Elimiate Waste

Put company dollar where it counts. Eliminate hidden costs where it is not in alignment with your goals. Optimiza design from year to year if necessary.

Consolidation and Rollover Services

Reduce overhead and management costs.

Tax dollar to Company Dollar

Maximize allowable deduction and turn them into incentives for you and your employees.

Competitive Selection of Investments

Fully match the needs of modern company and their employees. Complete line up of investments from low cost ETF, Index Funds to managed portfolios.

INTENTION AND OUTCOME

  • Clarity in pursuit of your financial goals

  • Financial Prudence and Mastery

  • Educated decision making process

  • Maximized wealth building potential

  • Intelligent long term tax strategy

  • Coherent and Strategic Preparation 

  • Freedom of choice 

  • Achieve and Maintain Financial Balance